ReSource Pro’s latest research report uncovers critical insights into the operational backbone of retail agencies, revealing how leading firms are investing in service, retention, and process efficiency to drive long-term growth. Drawing from in-depth interviews and proprietary analysis, the report offers a data-backed perspective on how servicing excellence is becoming a strategic differentiator in the commercial lines space.
Key topics include:
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How account management and client servicing teams are evolving into the core of agency value delivery
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Key process inefficiencies that continue to strain CSRs and account managers, and the operational risks they create
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Emerging strategies for balancing retention and growth, including segmentation, automation, and employee development
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Metrics that matter: what high-performing agencies are tracking to measure service effectiveness and client satisfaction
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Strategic recommendations for modernizing servicing functions, from workflows and staffing models to technology adoption
This comprehensive report is essential reading for agency leaders focused on improving operational performance, enhancing client experience, and sustaining competitive advantage in a demanding market.
